Using the RT DocuSign plugin with integrated templates, MonteVista Homes could now easily set up templates and send them over to their customers for signatures. The fields in these templates were automatically parsed and filled with the customer details fetched directly from SugarCRM. As a result, the need for manually creating a separate document for each customer was completely eliminated. Thus, the process was made more convenient and efficient for everyone involved. The custom MailChimp plugin enabled them to sync their SugarCRM accounts, contacts, leads and targets with their MailChimp subscribers’ list and back from the subscribers’ list to a Sugar module of their choosing. The custom lead scoring dashlet allowed them to monitor active campaigns in real time and offered them effective insights into their marketing campaigns and subscribers.
In the near future, we will be integrating their SugarCRM with Quickbooks and installing RT GSync to enable 2-way email syncing and email archiving. We will also implement custom workflows to help them better meet their business needs.
Learn more about Real estate CRM.